Senior Sales Executive - Fund Administration FinTech!! - New York

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Up to $200,000 base with outstanding commission - Sales & Marketing
Ref: 52 Date Posted: Monday 03 Jun 2024

Captura Search is working with this well-funded FinTech firm headquartered in NY. They offer an exceptional suite of cloud based front, middle and back office technologies to the buy side market segment (including Asset Managers, Hedge Funds, Private Equity Funds & Retail Funds). Our clients’ solutions have a ‘very high’ success rate when competing in RFP / RFI processes, and are displacing competitor legacy solutions on a frequent basis. Due to new product innovations and an ever growing list of clients, they are expanding their team by hiring a high calibre senior sales professional . They are looking to add a quality sales professional with a proven track record in identifying and closing new logo deals specifically with Investment Managers, Hedge Funds, Private Equity Funds or Retail Funds.


  • Identify, prospect, and engage with prospective firms that would have a strong need for credible and modern solutions covering Transfer Agency, Fund Administration / Investment Accounting, Compliance or Reporting
  • Responsible for identifying and cold-calling (for Tier One targets) Asset Management prospects
  • Work with inside-sales and pre-sales to communicate technical concepts in a simple & easy to understand format to engage clients and demonstrate how you can solve their problems
  • Manage & prioritize the sales pipeline appropriately
  • Work closely with marketing on targeted campaigns to the buy side community throughout the USA 


  • Able to successfully manage a significant pipeline of sales opportunities with Asset Managers
  • Must have a proven and successful sales track record with the following / or similar types of FinTech firms:
  • Charles River Development
  • FIS (InvestONE)
  • Simcorp (including AIM Software's GAIN)
  • Finastra (Misys – Fusion Invest solution)
  • ION LatentZero
  • SS&C (Including Advents Geneva, Axys, Altair, Tradex or Camra, HiPortfolio, APX, EZE Software)
  • State Street's Alpha
  • Pacific Fund Systems (PAXOS)
  • Temenos Multifonds
  • BNY Mellon Data & Analytics (formerly Eagle Investment Systems & Milestone Group)
  • Broadridge Financial Solutions
  • BlackRock's Aladdin & eFront
  • Factset BISAM / Portfolio Analytics
  • AllVue Systems
  • Citco
  • Dynamo Software
  • Fundwave
  • FundCount
  • IQEQ
  • Vistra
  • Confuence (Including StatPro & CSS)
  • Calypso Technology (Investment Management)
  • Objectway (eXimius)
  • S&P / IHS Markit
  • Bloomberg (PORT / AIM)

If you are now ready to join a proven and disruptive FinTech vendor experiencing outstanding year-on-year growth, we would welcome hearing from you, with a view to arranging a discreet conversation about this opportunity.

Keywords: software, asset management, investment management, fund management, portfolio management, trading, fund accounting, investment accounting, risk management, order management, enterprise data management, performance attribution, performance measurement, client reporting, AML, KYC